ALTAMONT CAPITAL MANAGEMENT

Legal name: ALTAMONT CAPITAL MANAGEMENT, LLC.

CRD 118979File 801-107614

APPROVED

Retail clients

Filing as of Jan 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$412.3M

Below cohort median (national)

Discretionary AUM

$355.3M

Non-discretionary $57.0M

Clients

163

387 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 1, 2016
Principal office: 100 COXE AVENUE, ASHEVILLE, NC, 28801
Phone: 828-236-0610
Website: https://www.linkedin.com/in/shon-norris-33456619/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $412.3M
Discretionary AUM: $355.3M
Non-discretionary AUM: $57.0M
Discretionary accounts: 356
Non-discretionary accounts: 31
Total accounts: 387
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$800K
Charitable organizations	Fewer than 5	$40.0M
High net worth individuals	41	$276.5M
Pension and profit sharing plans	15	$53.7M
Individuals (other than high net worth individuals)	107	$41.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.